Pinnacle Wealth Management, LLC

Comprehensive Analysis of Pinnacle Wealth Management, LLC 13F Filing

1. Portfolio Overview

Pinnacle Wealth Management, LLC reported a significant expansion in its portfolio during the quarter ending December 31, 2025. The total portfolio value surged by 54.8%, growing from $95.92 million to $148.48 million. This substantial increase in Assets Under Management (AUM) suggests strong net inflows from clients or significant market appreciation on existing holdings, likely driven by...